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Administrator Guide
Last Updated: 2025-03-14
Steps: Set Up Workday Docs for Onboarding

Steps: Set Up Workday Docs for Onboarding

  • Set Up Security for Drive for all users who create, edit, or view Docs templates.
  • Security:
    Security Configuration
     domain in the System functional area.
You can configure the
Generate Document
 action step in the
Onboarding
business process to use documents dynamically created with Workday Docs. Then, you can use the
Review Document
 step to distribute these documents to new hires during onboarding.
  1. Create security groups for users who will be working with Docs templates, such as HR Administrators, and users who will be generating documents, such as recruiters.
  2. To create Document Generation templates, configure these domains in the System functional area:
    • Drive
    • Docs
  3. Access the
    Edit Tenant Setup – System
     task and configure DWXF as a supported file type.
  4. Access
    Drive
    and select
    Document Template
     to create and publish your document templates.
  5. On the
    Configure Document
     page, on the
    Select Source
     prompt, select
    Onboarding
    .
  6. On the
    Select Category
     prompt, select
    Onboarding
    .
  7. Click
    Create
    .
    Customize your
    Document Template
    . You can use the
    Insert Data Field
     section to search and add fields. Example:
    Legal Name
    .
  8. Click
    Publish
    to save your template.
  9. Access the
    Onboarding
     business process definition.
  10. From the related actions menu of the
    Onboarding
    business process select
    Business Process
    Edit Definition
     and enter the
    Effective Date
    .
  11. Click
    OK
    .
  12. On the
    Business Process Steps
     tab, add a row and enter these details:
    Order
    Type
    Specify
    Group
    b
    Action
    Generate Document
    HR Administrator
    c
    Review Documents
    HR Administrator
  13. Click
    OK
    .
  14. Click
    Configure Generate Document Step
     and on the
    Default Document
     prompt, select your
    Document Template
     from
    Drive Documents
    .
    On the
    Run As User
     prompt, select
    Business Process Administrator
     or the user that has been setup for the business process.
  15. Click
    OK
     and
    Done
    .
  16. Click
    OK
     and
    Done
    .
  17. Click
    Configure Review Document Step
     and on the
    Document
     prompt, select
    Generate Document Step
     and select the appropriate
    Signature Options
     and
    Attachment Options
    .
  18. Click
    OK
     and
    Done
    .
When you
Launch Onboarding
 for a new hire, they receive the
Document Template
 you specified in the
Generate Document
 step. They can then review the document, acknowledge it, and electronically sign it based on the
Signature Options
 you selected.